Data Room Builder
Commercial diligence template

Commercial Due Diligence Data Pack Template

The evidence base a CDD team needs to test market, competition and revenue durability claims — organised for analysts, not archivists.

Download Excel template Download CSV Generate this structure in the builder

Spreadsheet preview

Folder index rows

01 Market / 01.01 Sizing and growth
02 Customers / 02.01 Revenue by customer
02 Customers / 02.02 Retention and NPS
03 Competition / 03.01 Win/loss
04 Product / 04.01 Roadmap and usage
05 Pricing / 05.01 Price architecture
06 Channels / 06.01 Partner performance

Use case

CDD provider or investor commercial workstream

Download the CSV, open it in Excel or Google Sheets, customise the rows, then upload the finished index to Data Room Builder. The columns are intentionally simple: Level 1, Level 2, Level 3 and Notes.

Level 1Level 2Level 3Notes
01 Market01.01 Sizing and growth—TAM/SAM analyses and third-party reports
02 Customers02.01 Revenue by customer—Five-year revenue bridge by account
02 Customers02.02 Retention and NPS—Churn analysis, survey data, references
03 Competition03.01 Win/loss—Win-loss records and competitive pricing
04 Product04.01 Roadmap and usage—Adoption metrics and release history
05 Pricing05.01 Price architecture—Lists, discount policy, realised prices
06 Channels06.01 Partner performance—Channel mix and partner agreements
07 Pipeline07.01 CRM extract—Stage-weighted pipeline with conversion history

Implementation tips

  • Give raw exports, not summaries — CDD teams rebuild cohorts from source data.
  • Stage-date-stamped CRM extracts beat live dashboards; diligence needs a frozen picture.
  • Anonymise customer interviews consistently or bidders will triangulate identities.

FAQs

What does a CDD team ask for first?

Revenue by customer by year and the CRM extract — durability and pipeline reality.

How is CDD different from market research?

It tests the company's own commercial claims against its internal data, not just the market backdrop.